Purchases and Sales Made in Q1 2024 in Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH) during Q1 2024. The information is specifically focused on institutions that hold shares of VANGUARD.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-211- 71.77% |
$12.2K - $12.4K
|
83
$4.84K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-221- 3.78% |
$12.8K - $12.9K
|
5.63K
$329K
|
|
|
May 07, 2024
Q1 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-223- 5.99% |
$12.9K - $13.1K
|
3.5K
$204K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-226- 43.3% |
$13.1K - $13.2K
|
296
$17.3K
|
|
|
Apr 04, 2024
Q1 2024
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-229- 5.81% |
$13.3K - $13.4K
|
3.71K
$217K
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-236- 0.49% |
$13.7K - $13.8K
|
47.7K
$2.78M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-242- 29.4% |
$14K - $14.2K
|
581
$33.9K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-243- 6.02% |
$14.1K - $14.2K
|
3.79K
$221K
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-247- 0.55% |
$14.3K - $14.5K
|
44.8K
$2.61M
|
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-249- 2.02% |
$14.4K - $14.6K
|
12.1K
$706K
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-251- 6.31% |
$14.5K - $14.7K
|
3.73K
$218K
|
|
|
May 14, 2024
Q1 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-251- 12.33% |
$14.5K - $14.7K
|
1.79K
$104K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-272- 7.75% |
$15.7K - $15.9K
|
3.24K
$189K
|
|
|
May 14, 2024
Q1 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-285- 0.32% |
$16.5K - $16.7K
|
89.4K
$5.22M
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
SELL
|
- |
-287- 5.07% |
$16.6K - $16.8K
|
5.38K
$314K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-290- 3.52% |
$16.8K - $17K
|
7.95K
$464K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-303- 3.35% |
$17.5K - $17.7K
|
8.76K
$511K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-307- 11.96% |
$17.8K - $18K
|
2.26K
$132K
|
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-310- 5.75% |
$17.9K - $18.1K
|
5.08K
$296K
|
|
|
May 14, 2024
Q1 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-312- 2.02% |
$18.1K - $18.3K
|
15.1K
$883K
|
|
|
May 03, 2024
Q1 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-330- 6.34% |
$19.1K - $19.3K
|
4.88K
$285K
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-343- 6.98% |
$19.9K - $20.1K
|
4.57K
$267K
|
|
|
Apr 11, 2024
Q1 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-364- 0.69% |
$21.1K - $21.3K
|
52.5K
$3.06M
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-370- 0.42% |
$21.4K - $21.7K
|
88.6K
$5.17M
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-383- 6.14% |
$22.2K - $22.4K
|
5.86K
$342K
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-400- 0.99% |
$23.2K - $23.4K
|
40.1K
$2.34M
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-400- 50.96% |
$23.2K - $23.4K
|
385
$22.5K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-411- 5.67% |
$23.8K - $24.1K
|
6.84K
$399K
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-419- 4.08% |
$24.3K - $24.5K
|
9.84K
$574K
|
|
|
Apr 18, 2024
Q1 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-438- 10.13% |
$25.4K - $25.6K
|
3.88K
$227K
|
|
|
Apr 22, 2024
Q1 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-450- 0.06% |
$26K - $26.3K
|
753K
$44M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-452- 10.48% |
$26.2K - $26.5K
|
3.86K
$225K
|
|
|
Jan 15, 2025
Q1 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-457- 9.83% |
$26.5K - $26.8K
|
4.19K
$245K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-466- 14.92% |
$27K - $27.3K
|
2.66K
$155K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-473- 1.99% |
$27.4K - $27.7K
|
23.3K
$1.36M
|
|
|
Apr 24, 2024
Q1 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-556- 6.51% |
$32.2K - $32.5K
|
7.99K
$466K
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-583- 1.21% |
$33.7K - $34.1K
|
47.4K
$2.77M
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-648- 4.28% |
$37.5K - $37.9K
|
14.5K
$846K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-659- 9.58% |
$38.1K - $38.6K
|
6.22K
$363K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-683- 1.5% |
$39.5K - $40K
|
44.8K
$2.62M
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
SELL
|
- |
-687- 8.74% |
$39.8K - $40.2K
|
7.17K
$419K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-696- 24.08% |
$40.3K - $40.7K
|
2.19K
$128K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-717- 4.93% |
$41.5K - $42K
|
13.8K
$807K
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-726- 6.06% |
$42K - $42.5K
|
11.3K
$657K
|
|
|
Apr 17, 2024
Q1 2024
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-734- 15.74% |
$42.5K - $43K
|
3.93K
$229K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-735- 33.17% |
$42.5K - $43K
|
1.48K
$86.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-740- 11.35% |
$42.8K - $43.3K
|
5.78K
$337K
|
|
|
Apr 30, 2024
Q1 2024
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-751- 8.08% |
$43.5K - $44K
|
8.54K
$499K
|
|
|
Apr 15, 2024
Q1 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-779- 4.57% |
$45.1K - $45.6K
|
16.3K
$950K
|
|
|
Jul 09, 2024
Q1 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-797- 1.76% |
$46.1K - $46.7K
|
44.6K
$2.6M
|